Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,562,317,823,81Notation au 30/09/2025 : 56 / 10009/10/25
Carmignac Pf Flexible Bond A EUR Acc4,775,0320,979,49Notation au 30/09/2025 : 65 / 10009/10/25
Carmignac Patrimoine E EUR Acc11,9712,3625,9313,61Notation au 30/09/2025 : 66 / 10009/10/25
Invesco Global Flex Bond E Acc EUR-7,33-4,110,788,68Notation au 30/09/2025 : 35 / 10010/10/25
Sistema Anima Europa A13,939,4138,3653,69Notation au 30/09/2025 : 62 / 10009/10/25
Franklin Diversified Dynamic N Acc EUR-0,061,6522,5936,37Notation au 30/09/2025 : 44 / 10010/10/25
Amundi Abs Ret Global Opp Bond E2 EUR C2,382,976,37-4,76Notation au 30/09/2025 : 23 / 10010/10/25
SISF US Large Cap A Acc USD4,2613,1658,33113,03Notation au 30/09/2025 : 72 / 10010/10/25
Invesco Euro Ultra-Short Term Debt E Acc1,872,619,456,68Notation au 30/09/2025 : 51 / 10010/10/25
Carmignac Court Terme A EUR Acc1,542,208,737,59Notation au 30/09/2025 : 71 / 10009/10/25
DNCA Invest Eurose B EUR7,067,0524,1228,32Notation au 30/09/2025 : 84 / 10009/10/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



martedì 14 ottobre 2025
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